Key Areas of Focus for Wealth Management Firms in 2020

Wealth management firms are looking to achieve the best results for clients and maximize their performance, while navigating the current industry landscape. Morningstar and Mercer have outlined five key areas wealth management firms should consider when conducting business and serving clients in 2020.

In this report, you will learn how to:
  • Facilitate strong governance
  • Evaluate an investment management firm’s approach to ESG
  • Evolve governance models
  • Leverage strategies and models for competitive differentiation
  • Gain cost efficiency through data
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